SGX : Starhub

After the loss of the EPL rights, Starhub has been down for quite a while. Now with the news of a series of new initatives, it seems to have found renewed vigor.

It has just crossed the 50D MACD and I am looking towards it testing the $2.10 resistance level.

Sector Rotation : Is US market on recovery?

To follow-on my previous post

US Stocks: Sector Watch
Based on the sector rotation model:




I tried to check the various DJ index over the pass 3 months.

Based on the model, we should see financial, utilities lagging the rest of the market and cyclicals, technology, industrials and basic industry start to pull ahead.

With this in mind, I pulled the various indexes for comparison:




It turns out that indeed:

• Utilities and Finanicals are lagging the pack and
• Basic materials, Technology and Industrial are ahead.
• Though, they are not exactly in the same order as the model.

Time to rotate money to the relevant sectors.

9 Green Careers With High Pay

The 9 careers according to the article are :

1. Environmental Engineer
2. Physicist
3. Environmental Scientist
4. Chemist
5. Sustainability Director
6. Agency Director
7. Energy Technology Program Specialist
8. Analyst/Financial Specialist
9. Economist

More details can be found at the below link:http://financialedge.investopedia.com/financial-edge/1109/9-Green-Careers-With-High-Pay-.aspx?partner=ntu11

For those in Singapore, perhaps the expo happening next week would be a good start to figure it out:






http://www.cleanenergyexpoasia.com/

Is the STI and Hang Seng Overheating?

The chart above shows the STI and Hang Seng outrunning the other markets in the recovery.
Both markets are up by 90% or more since March.
Are we going to see a major correction as in the Shanghai in August?

US Stocks: Sector Watch

Since the US market has cruised through earnings season and has held up, I thought it time to review the sectors before the Santa Claus rally begins.

Below is a quick summary from Market Watch

10 Best Performing Industries
Industry Name
Percent Change (over last 3 months)
DJ US Platinum & Precious Metals In...48.13%
DJ US Full Line Insurance Index26.16%
DJ US Forestry & Paper Index24.72%
DJ US Paper Index24.72%
DJ US Nonferrous Metals Index23.54%
DJ US Coal Index20.57%
DJ US Oil Equipment & Services Inde...19.17%
DJ US Durable Household Products In..19.05%
DJ US Mining Index18.61%
DJ US Oil Equipment, Services & Dis...18.30%

10 Worst Performing Industries
Industry Name
Percent Change (over time selected)
DJ US Tires Index-20.87%
DJ US Mortgage Finance Index-18.62%
DJ US Mobile Telecommunications Ind...-12.66%
DJ US Home Construction Index-11.12%
DJ US Home Improvement Retailers In...-10.22%
DJ U.S. Iron & Steel Index-9.99%
DJ US Heavy Construction Index-6.69%
DJ US Trucking Index-5.64%
DJ US Construction & Materials Inde...-5.39%
DJ US Asset Managers Index-5.11%

No surprise that the commodities are the sectors up and Housing market which started the downturn show the highest losses.

SGX : Property Stock to Watch - UOL

UOL has been going sideways for a while, trading between 3.2 and 3.7 since June

The current market dip might make it attractive to pick-up in anticipation of the 13th Nov Q3 earnings report.

1H 2009 results was 66% up.

Historical financial highlights are shown below for value investors.

2008 Semiconductor Ranking

To follow-on from my previous post
Time to Pick-up Semiconductor Counters

The above are the Top semiconductor firms ranked by revenue for those who would like to dig deeper into individual counters.